Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| PORDX (PIMCO Real Income 2029 D) | NA | 1.77% | 0.04% | 3.32% | NA | NA | NA | 3.63% |
Data as of 11/14/2014, AR inception is 11/02/2009
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PORDX (PIMCO Real Income 2029 D) | 11/02/2009 | 11/14/2014 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.43 | 1.77 | 0.04 | 3.32 | NA | NA | NA | 3.63 | 3.95 | -10.01 | 6.99 | 13.63 | 5.52 | -0.40 |
| Sharpe Ratio | NA | 0.38 | 0.00 | 0.55 | NA | NA | NA | 0.56 | 0.99 | -1.57 | 1.36 | 1.74 | 0.77 | -0.42 |
| Standard Deviation(%) | NA | 4.57 | 5.45 | 6.34 | NA | NA | NA | 6.33 | 4.55 | 6.40 | 5.13 | 7.80 | 7.04 | 5.79 |
| Draw Down(%) | NA | 3.34 | 12.16 | 12.16 | NA | NA | NA | 12.16 | 3.34 | 11.44 | 2.57 | 4.00 | 6.24 | 3.41 |
| Yield(%) | 0.00 | 6.06 | 5.30 | 5.09 | 2.58 | 1.72 | 1.29 | 5.17 | 5.20 | 5.29 | 5.32 | 5.14 | 4.08 | 0.00 |
Data as of 11/14/2014, AR inception is 11/02/2009
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PORDX (PIMCO Real Income 2029 D) |
0.32%
Oct 2011 - Oct 2014 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PORDX (PIMCO Real Income 2029 D) |
8.88%
Mar 2010 - Mar 2013 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart